Business Analyst, Client Discovery Journey & Onboarding

Responsibilities

• Shape end-to-end Global Wealth Management (GWM) journeys, specifically focusing on Client Discovery, Conversion, and Onboarding.
• Lead discovery sessions to identify business goals, user needs, and pain points within the wealth management sector.
• Develop and maintain detailed customer and advisor journey maps to highlight opportunities and dependencies.
• Translate complex business needs into actionable themes, epics, user stories, and structured process flows.
• Facilitate workshops and working sessions to align stakeholders on project scope, sequencing, and value delivery.
• Analyze current processes to identify inefficiencies and design future-state workflows for improved client and advisor experiences.
• Partner with technical and delivery teams to ensure business intent is accurately reflected in technical solutions.
• Communicate trade-offs, impacts, and dependencies to leadership and stakeholders in clear business terms.

Requirements

• Proven experience as a Business Systems Analyst or Business Analyst in complex, enterprise-level environments.
• Demonstrated expertise in customer journey mapping and story mapping.
• Experience working within Agile/Scrum development frameworks.
• Strong ability to facilitate workshops and lead cross-functional discussions.
• Excellent written and verbal communication skills, with the ability to tailor messaging for both executive and operational audiences.
• Strong critical thinking skills with a focus on breaking down ambiguous problems into structured, actionable outcomes.

Preferred Qualifications

• Experience working with public websites and digital onboarding experiences.
• Solid understanding of wealth management, financial services, or other highly regulated industries.

About the Company

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.